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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,718 | $49,177-51.8% | $79,466-70.2% | $64,173-63.0% |
| Participation rate | 95.3% | 65.0%+30.3pp | 73.3%+22.0pp | 69.6%+25.8pp |
| Annual return | 23.62% | -1.16%+24.8pp | 718.28%-694.7pp | 7.63%+16.0pp |
| Employer contribution / active EE | $1,628 | $2,076-21.6% | $2,800-41.9% | $2,381-31.6% |
| Participant deferral / active EE | $2,025 | $2,821-28.2% | $3,704-45.3% | $3,470-41.6% |
| Admin fee / account holder | $297 | $3,839-92.3% | $5,104-94.2% | $4,887-93.9% |